Horan Capital Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-240
| Closed | -$16K | – | 170 |
|
|
2020
Q3 | $16K | Buy |
+240
| New | +$16K | 0.01% | 225 |
|
|
2020
Q1 | – | Sell |
-240
| Closed | -$20K | – | 158 |
|
|
2019
Q4 | $20K | Hold |
240
| – | – | 0.01% | 198 |
|
|
2019
Q3 | $19K | Buy |
+240
| New | +$19K | 0.01% | 200 |
|
|
2019
Q2 | – | Sell |
-240
| Closed | -$19K | – | 156 |
|
|
2019
Q1 | $19K | Buy |
+240
| New | +$19K | 0.01% | 192 |
|
|
2017
Q4 | – | Sell |
-240
| Closed | -$18K | – | 168 |
|
|
2017
Q3 | $18K | Buy |
+240
| New | +$18K | 0.01% | 227 |
|